At a Glance
- Tasks: Join a dynamic team to support investment platforms and manage client queries.
- Company: A leading Financial Services firm known for excellence and employee development.
- Benefits: Enjoy hybrid working, 25 days holiday, private medical insurance, and a generous pension scheme.
- Why this job: Be part of an award-winning company with a supportive culture and clear career progression.
- Qualifications: Experience in Financial Services administration and strong Microsoft Office skills are essential.
- Other info: This role offers a chance to contribute to process improvements and team workflows.
The predicted salary is between 24000 - 48000 £ per year.
We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Senior Platform Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK.
This award-winning firm is renowned for its outstanding reputation and commitment to excellence. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. Having experienced substantial growth over the past five years, the business is entering an exciting new phase of expansion, making this a fantastic time to come on board.
The Role:
This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient and compliant platform operations.
Key responsibilities include:
- Supporting colleagues and clients by managing platform queries via email and helpline
- Processing transactions, account exits, Letters of Authority, and death notifications
- Supporting wider process improvement initiatives and coordinating team workflows to ensure smooth, timely client service
- Monitoring cash accounts and ensuring adequate balances for investment activity
- Liaising with platform providers and internal teams to resolve queries and progress transactions
- Issuing statements and client documentation in line with SLAs
- Keeping accurate and up-to-date client records in back-office systems
- Contributing to ongoing process improvements and supporting project work
What we’re looking for:
- Previous experience in an administrative role within Financial Services
- Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel)
- Ability to manage workloads in a fast-paced environment and meet deadlines
- Excellent attention to detail, organisation, and communication skills
- Experience with investment platforms and client servicing is desirable
The package:
- Basic salary up to £34,000
- Discretionary bonus
- Hybrid working model: 2 days in the office, 3 days from home (more during training)
- 25 days holiday plus bank holidays, with the ability to buy/sell leave
- Private Medical Insurance
- 5% employer pension contribution
- Group Life Assurance (x4 salary)
- Group Income Protection
This is a fantastic opportunity to join a highly professional, people-focused business where you’ll be supported to grow and develop your career.
Senior Platform Administrator - Financial Services employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Platform Administrator - Financial Services
✨Tip Number 1
Familiarise yourself with the specific investment platforms used by the company. Research their features and functionalities, as this knowledge will help you stand out during interviews and demonstrate your proactive approach.
✨Tip Number 2
Network with professionals in the Financial Services sector, especially those who work with platform administration. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel, as it’s crucial for managing data and reports. Consider taking an online course to enhance your proficiency, which can be a great talking point in your interview.
✨Tip Number 4
Prepare to discuss your experience with client servicing and how you've handled queries in previous roles. Use specific examples that highlight your attention to detail and ability to manage workloads effectively in a fast-paced environment.
We think you need these skills to ace Senior Platform Administrator - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles within Financial Services. Emphasise your familiarity with investment platforms and client servicing, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company’s values and culture. Mention how your skills align with their needs, particularly in managing platform queries and processing transactions.
Highlight Technical Skills: Since strong knowledge of Microsoft Office is essential, ensure you mention your proficiency in Outlook, Word, and Excel. Provide examples of how you've used these tools effectively in previous roles.
Showcase Attention to Detail: In your application, provide specific examples that demonstrate your attention to detail and organisational skills. This could include instances where you successfully managed workloads in fast-paced environments or contributed to process improvements.
How to prepare for a job interview at mbf
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your understanding of financial services, especially related to investment platforms. Be prepared to discuss your previous experiences and how they relate to the responsibilities outlined in the job description.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've maintained high standards in your previous work. Highlight any specific instances where your attention to detail made a significant impact.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage workloads in a fast-paced environment. Think of scenarios from your past roles where you successfully handled multiple tasks or resolved client queries efficiently.
✨Familiarise Yourself with Microsoft Office
Since strong knowledge of Microsoft Office is essential, ensure you're comfortable discussing how you've used these tools in your previous roles. You might even want to mention specific projects where you utilised Excel or Word to enhance your productivity.